#fmo

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A simple infographic showing key differences between FMOs and TPMOs in insurance operations. https://agenzee.com/whats-the-difference-between-fmos-and-tpmos/

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Medicare agents spend too much time chasing down information before they can even start a useful plan conversation.

Informed + Choice was built to make that intake process cleaner.

Licensed agents can use a secure Blue Button consent workflow to request beneficiary-authorized access, automatically pull coverage context and Part D medication history, and organize key compliance records like Scope of Appointment forms, ACA consent records, eligibility review documentation, and uploaded call recordings in one secure vault.

The goal is simple:

Less manual intake. Cleaner starting information. Better-organized compliance records. More time helping clients understand their options.

Informed + Choice is not an insurance agency and does not sell insurance. It is software built to support licensed agents, agencies, and healthcare organizations.

Learn more here: https://informedpluschoice.com/insurance-agents/

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Medicare and ACA agents do not just need another business phone line.

They need a simple way to record calls, keep SOAs organized, store ACA consent records, save supporting documents, and retrieve everything later if a carrier, agency, CMS reviewer, or compliance team asks for it.

That is why we built Business Line + Vault for licensed insurance agents.

It gives agents a dedicated recorded business line plus a secure vault for:

Call recordings

Electronic Scope of Appointment records

Telephone SOA / voice signature records

ACA consent and eligibility review documentation

Telephonic enrollment records

Uploaded sales documents

The goal is simple: keep the call and the compliance record together, instead of scattered across phone apps, PDFs, emails, folders, and disconnected systems.

Built for independent Medicare and ACA agents who want more control over their own records.

Learn more here: https://informedpluschoice.com/insurance-agents/business-line/

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ACA Compliance Year Around

ACA work is not just about getting an application submitted. Agents also have to manage consent, eligibility timing, SEP issues, application review, and day-to-day Marketplace workflow.

This post looks at ACA compliance and Marketplace operations from a practical agent perspective, with a focus on the parts that create friction in real-world sales.

Read it here: https://informedpluschoice.com/blog/aca-compliance-and-marketplace-operations-for-agents/

#ACA #HealthInsurance #Marketplace #InsuranceAgents #Compliance #Enrollment

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The brightest orange

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When Does a Medicare Call Become an Enrollment Recording? A Practical Guide for Agents | Informed + Choice

A practical guide for Medicare agents on where a sales call ends, where a telephonic enrollment begins, and how to handle recording and rete

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21 Stunden all-inclusive auf dem FMO - MGA-Maschine kaputt

21 Stunden all-inclusive auf dem FMO

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The Liability of Using Google Drive for Medicare Call Recordings | SOA Vault | Informed + Choice

Can you use Google Drive or Zapier for your 10-year CMS call recordings? Learn why DIY storage fails audits and how to get the cheapest CMS